driving sharepoint end-user adoption: usability and performance
TRANSCRIPT
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Wendy Neal, SharePoint Consultant, McGladrey
Andreas Grabner, Performance Advocate, Dynatrace
Driving SharePoint End-User Adoption: Usability and Performance
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SharePoint Site Usability and User Adoption TipsWendy Neal
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Wendy NealSenior SharePoint Consultant, McGladrey
@SharePointWendy
http://wendy-neal.com
Contributing Author:
• CMSWire
• ITUnity
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• Basic Website Usability Concepts
• The Challenges of User Adoption
• Overcoming the Challenges
• Key Points to Remember
Outline
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Basic Website Usability Concepts
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• According to Steve Krug, websites should be:
• Self-evident
• Obvious
• Self-explanatory
Rule #1: Don’t Make Me Think
If you remember
nothing else about
usability, remember
this rule!
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• Navigation by browsing
• Primary navigation
• Secondary navigation
• Utilities links
• Navigation by Searching
Types of Navigation
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SharePoint 2013 Navigation Areas
SearchGlobal Navigation
Quick
Launch
Utilities Menu
Page Title
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• Concise and consistent primary navigation
• Identical no matter where you are
• Max 9 links
• Secondary links relative to where you’re at
• Active links highlighted
• Page titles match link names
• Breadcrumbs
Navigation Best Practices
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• Attract attention
• Good balance of images and text
• Keep content succinct and uncluttered
• Place important content “above the fold”
Home Page Design
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• Typical minimum screen size is 1024 x 768
• Test your site on different screen resolutions
• You want to avoid left/right scrolling at all costs!
• The “fold” will be in different places depending on screen resolution
Design for Different Screen Sizes
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Hyperlink Etiquette
Are you linking to…NewWindow
Same Window
A site other than yours?
Someplace within your site?
• To open in a new window or not, that is the question…
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Challenges of User Adoption
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• Usability best practices have likely not been followed
• Lack of content and information architecture planning
Site is hard to use or navigate
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Users don’t understand the purpose of the site
• Change management plan has not been created
• Users feel like they don’t have any say or importance
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• Lack of communication or change management plan
• Lack of evangelism or excitement
Users don’t know about your site
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Users can’t find what they’re looking for
• Search not properly configured/ maintained
• Information architecture and/or navigation not set up correctly
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• No one “owns” the content
• Not enough time, resources to keep content fresh
Content isn’t kept up to date
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Site is slow
• Servers don’t have enough resources
• Inadequate network bandwidth
• Custom code is not optimized
• Too many web parts on the page
• Bad JavaScript
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Overcoming the Challenges
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• User-friendly SharePoint sites must be designed with good usability principles in mind
• Therefore, we must teach our site owners:
• Basic usability concepts
• What they’re responsibilities are
• How to be webmasters of their sites
Provide training to site owners
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• Designing the Site/Navigation
• Setting up the information architecture
• Permissions management
• User Analytics
• Content facilitation
• Assisting users with issues
Example Responsibilities of a Site Owner
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Don’t forget the end users
• Create a change management plan
• Get end users involved early
• Explain how it will make their job easier (and make sure that it does!)
• Provide end user training
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Plan your Information Architecture
• Don’t use folders!
• Utilize metadata, site columns, and content types, and views
• Don’t just dump all the files on your shared drive into SharePoint!
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• Lunch and learns
• Contests
• Set up user alerts
• Bulletin boards
Promote Your Site
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• Announcements
• Did You Know?
• What’s New?
• Quote of the Week
• Team Member Spotlight
Frequent Updates to Content
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• Lead by example
• Use SharePoint for your own processes, collaboration and document sharing
Eat Your Own Dog Food
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• Observe your users’ frustrations and pain points
• Be proactive by using a tool to monitor performance and user satisfaction
Watch your users
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Key Points to Remember
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Key Points
• SharePoint sites have the capability of being user-friendly, IF they are designed properly
• Organizations need to provide SharePoint training as well as teach site owners how to be “webmasters” of their sites
• And lastly…
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Anything that confuses or frustrates users WILL affect user adoption
• Sites that have poor usability
• Sites without a clear purpose
• Sites that are slow
This includes:
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SharePoint Performance Health: Checks Beyond CPU and MemoryAndreas Grabner, Performance Advocate, Dynatrace
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Andreas GrabnerDynatrace Developer Advocate
@grabnerandi
http://blog.dynatrace.com
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SharePoint Health Checks
#1: End User Health: Happy or Frustrated? Desktop or Mobile?
#3: System Health: CPU, Memory, Process Distribution, …
#2: Site Health: Any Errors? Any Performance Issues?
#4: IIS Health: Bandwidth? Threads? HTTP 4xx, 5xx?
#5: AppPool Health: Memory, CPU, GC, Exceptions, Logs …
#6: SQL & Service Health: # Roundtrips, Data Amount, CPU, Memory, I/O
#7: Web Parts: 3rd Party & Custom. Bad Coding and Bad Deployments lead to crashes
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Check #1: End User Health
#1: Geo Location: Where from is SharePoint Accessed? Which
Offices? Which Remote Locations?
#2: User Environment: Is everyone using IE? How many use Mobile
Devices? Bandwidth Issues?
#3: Errors: Bad URLs? Bad JavaScript? Missing files?
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Check #2: Site Health#1: Load: Which sites are used?
#2: Failures: Any functional issues?
#3: Performance: Meeting our SLAs?
#4: Infrastructure: Servers Healthy?
#5: End User Index: Happy users?
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Check #3: System Host Health
#1: CPU & Memory: Background Jobs Running? What else is
consuming it?
#3: Process Check: Which processes are consuming these resources? Need to
RE-DEPLOY processes?
#2: I/O: Too much logging? Serving too many static files?
Data Sync Jobs?
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Check #4: IIS Health#1: Threads: Enough IIS Worker Threads?
Are threads waiting or doing work?
#2: Throughput: Enough Bandwidth available? Better Cache Settings?
#3: Page Size: Bloated pages? Cache Settings? CDN?
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Check #5: AppPool Health
#1: Memory: Indication of bad Memory Access or Leaks?
#2: Garbage Collection: Impact on Performance?
#3: Worker Threads: Proper Sizing Configuration?
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Check #6: SQL & Service Health
#2: Connectivity Issues
#1: Excessive SQL Roundtrips
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Check #7: Web Parts#1: Performance: How long
does it take to render?
#2: Deployment: Missing any Dependencies?
#3: Bad Coding: 211 SQL Calls from a single Web Part
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3 Steps to Use Dynatrace SharePoint FastPack
#1: Registerbit.ly/dtsharepointfastpack
#2: Installbit.ly/dttutorials
#3: Analyzebit.ly/sharepurepath
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Key Points to Take Home
#1: End User Health: Happy or Frustrated? Desktop or Mobile?
#3: System Health: CPU, Memory, Process Distribution, …
#2: Site Health: Any Errors? Any Performance Issues?
#4: IIS Health: Bandwidth? Threads? HTTP 4xx, 5xx?
#5: AppPool Health: Memory, CPU, GC, Exceptions, Logs …
#6: SQL & Service Health: # Roundtrips, Data Amount, CPU, Memory, I/O
#7: Web Parts: 3rd Party & Custom. Bad Coding and Bad Deployments lead to crashes
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Want to learn more?
Get Tools: bit.ly/dttrial
YouTube Tutorial: youtu.be/ImivHaDq0OA
Contact Me: [email protected]
Follow Me: @grabnerandi
Read More: blog.dynatrace.com
www.dynatrace.com/en/sharepoint
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